Using Pivot Tables Excel 2013
Using Pivot Tables Excel 2013 – In a simple and easy-to-understand format, this article provides the steps to create a Power Pivot data model in Microsoft Excel 2013, as well as guidance on how to build a complex report in Excel using a Power Pivot table.
If you’re using Excel 2013, Power Pivot is installed by default. If not, you can install it by going to:
Using Pivot Tables Excel 2013
If you are using Excel 2010, you will need to download the Power Pivot setup. Be sure to check the prerequisites and system requirements for Power Pivot for Excel 2010 before installing.
Analyzing Netsim Packet Trace Using Pivot Tables
Use the sample database script available at the top of the page via the “Download Code” icon. Simply copy and paste the script into a new SQL Server Management Studio (SSMS) application window and select
In this exercise, you will build a Power Pivot model by importing data from SQL Server into Excel. We will create a hierarchy, calculated columns, key performance indicators (KPIs) and add related columns based on the DAX language.
In this step, you will load data from a SQL Server database (DWtest) into an Excel 2013 file. To do this, complete the following steps:
Menu option. This will open a new Power Pivot for Excel window. In this screen we will design our data model.
How To Auto Refresh Pivot Table Data In Excel
. This will start the table import wizard. On the first screen, you will specify the connection parameters (server name, server login, and database name) to your instance of SQL Server where you deployed the sample database. I have selected ‘.sql2012’ as my server. (The dot “.” indicates that the server is my localhost.
5. On the next screen, you will be presented with a list of tables in the database you selected on the first screen of the wizard.
Column in front of each table name. You can also filter the columns you want to import into your data model by selecting a table name and then selecting
. You can uncheck the columns that you don’t need to import in your data model. You can also hide columns and tables in the data model.
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. This will process the selected tables. No error should be generated in this step. By clicking on the
Hyperlink in the last row of the data grid, you will notice the relationships that the wizard inherited from the OLTP database design within the selected tables.
From the screen, you will notice that each table is present with the tab at the bottom of the page. You can change the name of the tab by clicking on the respective tab and selecting
This will add the appointment reports in the Employees table to the Appointment table based on the relationships defined.
Excel 2013: Pivottables
2. This will open the model in diagram view. Here you can perform various tasks by right-clicking on the tables and columns. Maximize the date table by clicking
. This will add a new hierarchy to the bottom of the page. You can rename Calendar by right-clicking and then selecting
6. Hide the rest of the date table columns other than the newly created hierarchy because you don’t need them. Click on the first column. Press the Shift key, and while holding down the Shift key, click the last column, just above the hierarchy. Right click and select
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At the top of the Date table. This will return the table view to normal.
Video: Create A Pivottable Manually
8. Hide all the ID columns of all the tables to better see the model in Excel.
2. Select a cell at the bottom of the TrainingID column. On the Home ribbon tab, go to the Calculations group and click the AutoSum dropdown menu. Choose
3. Select all the columns of the Training table, except Score, and hide them from the client tools by right-clicking on them.
4. Select the empty cell at the bottom of the score column. Add Averages as shown in step 2.
Pivot Tables In Excel 2013
5. Go to the Home ribbon tab. In the Format section, change the Bit Format to Decimal Number.
6. You can edit the text of the measure by editing the first part of the formula in the formula bar. To measure the average score you just added, go to the formula bar and edit the text before the ‘:=’ as
. This will draw a pivot table based on our layout model in the excel file. Here you can play with the dynamic table. You can still make changes to your Power Pivot model. These changes will be reflected in the Excel file automatically.
4. Select the CourseName field from the Course Table and place it in the ROWS area. This will add the list of courses in the pivot table.
Using Excel Pivot Tables To Analyze Data
7. Select an Average PTF Status and Value field in the Training table. This will take you to the required report.
In this exercise, you created a Power Pivot data model on data from the SQL Server OLTP database. You added columns, measures, hierarchies, and related KPIs to the model and generated a quick report based on a PivotTable in Excel 2013. This practice is called self-service BI. Through practice, you’ll learn that the steps are simple and the interface is easy to use.
You can design more complex Power Pivot models in Excel 2013, but there are some drawbacks. The data is not managed. You must share the Excel file with SharePoint Server to share it with your colleagues; otherwise, you may experience data and connectivity issues. There are also data integrity issues. That’s where a tabular model comes into play. The tabular model is part of Corporate Business Intelligence (BI) – it is centrally deployed and you can manage permissions to access model data.
Atif-ullah Sheikh is a Database Architect and Microsoft Practice Consultant at En Pointe Technologies, an IT solutions provider based in Gardena, California. Sheikh’s areas of expertise include SQL Server Database Design and Development, Business Intelligence, Analytics Services, Reporting Services, Integration Services, SQL Databases, Big Data, MS Excel, Power Pivot, Power Query and PowerView. Excel Pivot Tables help summarize your data. They also allow you to use complex formulas like Vlookup, SumIF, etc. to create a table. It can take a newcomer a little time to get used to pivot tables. However, with updates to Excel 2013, creating pivot tables is even simpler.
The Pivot Table Tools Ribbon In Excel
With the new Microsoft Excel-2013, you are just one click away from creating a basic pivot table. The best part is that you don’t need to drag and drop anything in the field list. As seen to the right, you can get the exact information you need from a complex spreadsheet without going through the steps above for Excel-2010.
Instead of inserting a PivotTable from the Insert tab, simply click the “Recommended PivotTables” option on the Insert tab.
As you can see in the image above, Excel automatically suggests three or four options for your data range. All you have to do is make sure your cursor is on one of the inputs on the main page.
When you select one of the recommended PivotTables, it automatically adjusts the fields without the user having to drag and drop them into the PivotTable field list. Once the pivot table is created, you can customize the fields to suit your needs.
How To Create A Pivot Table In Excel
I look forward to future Microsoft Office updates. Maybe next time Excel will be more understandable. You can analyze your PivotTable data in many ways, including sorting to quickly see trends. We’ll also see how to filter, summarize, and calculate your data.
Right-click a value, such as the Grand Total for the Art & Photography genre, point to Sort, click Sort Highest to Lowest, and the genres are sorted from largest to smallest total sales amounts.
Click the down arrow next to Row Labels. Since we clicked the down arrow for the tag, point to Tag Filters.
Click an option, such as Starts with. Type your criteria, for example, the letter c, and click OK. And only genres of books starting with “c” are shown.
Working With Pivot Tables
To remove the filter, click the down arrow again; it now looks like a funnel because a filter has been applied. And click Clear “Genre” filter.
To learn more about using slicers, watch the fourth video in this course: Use Slicers, Timelines, and PivotCharts to Analyze Your PivotTable Data.
To see just the items in your PivotTable that you want, you can select the cells that contain the items.
Right-click them (Genres in this example), point to Filter, click Keep Selected Items Only, and only the selected Genres will be displayed.
Format A Pivottable In Excel
To display the three genres with the highest overall totals, right-click Genre, point to Filter, click Top 10. I know there’s no point in clicking the top 10 to see the top 3, but take a look.
So far, the values in the pivot table are displayed as the sum of the Sales Amount field, but you can use other functions.
For example, right-click a cell in the Grand Total column, point to Sum Values With (there are many options, such as Min and Max), click an option (such as Average), and now the values in the PivotTable are summarized as means.
For example, right-click a cell in the Grand Total column, period
Basic Aggregation With Pivot Tables
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